Key stats
About FRANKLIN CLEARBRIDGE SUSTAINABLE UNIT
Expense ratio
0.98%
Home page
Inception date
Jun 29, 2021
The fund actively captures international stocks in emerging and developed markets excluding the US and Canada, as constituents of the Franklin ClearBridge International Growth Fund. Within this universe, the funds sub-adviser uses a fundamental research process infused with ESG factors in reviewing individual securities to assess growth potential, quality, and value. Companies believed best positioned for sustainable above-average growth are selected for the portfolio. A proprietary ESG rating system is also utilized to ensure companies are meeting the necessary ESG requirements including green product lines, ethical labour audits, and strong corporate governance. The fund may invest in derivatives for hedging and non-hedging purposes, as well as in cash, money market instruments and/or money market mutual funds in managing its risks and cash flow.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Electronic Technology
Technology Services
Consumer Non-Durables
Stocks99.53%
Health Technology18.09%
Electronic Technology15.21%
Technology Services14.62%
Consumer Non-Durables10.14%
Producer Manufacturing8.42%
Retail Trade6.78%
Finance5.89%
Transportation4.58%
Commercial Services4.39%
Distribution Services2.48%
Communications2.24%
Non-Energy Minerals2.10%
Process Industries1.94%
Consumer Durables1.34%
Utilities1.31%
Bonds, Cash & Other0.47%
Corporate0.33%
Cash0.14%
Stock breakdown by region
Europe61.62%
North America20.60%
Asia15.87%
Oceania1.90%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history